August 17, 2009
Motorola sets up demo LTE network in Stockolm | www.telecompaper.com
Motorola has yet to announce any major LTE wins. Other major wireless equipment vendors are winning the major mobile carriers. Time may run out if Motorola is not able to secure a major network for their roll out.
Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.
August 5, 2009
Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com
Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition. Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco. In addition, with $30 plus billion of cash they are better positioned than most.
Motorola Shows That Mobile Handsets are a Difficult Business
August 3, 2009
Motorola Breaks String of Losses, but Cellphone Sales Continue Slide | online.wsj.com
Despite a legacy of global handset success, Motorola is struggling to survive in the competitive mobile phone business.
July 26, 2009
Ericsson Wins Nortel Auction | online.wsj.com
A major loss for NSN and a surprise win and a great move by Ericsson. NSN has to find a way to increase its footprint in LTE by other means.
WiMAX Shall Remain a Niche, and not Die
July 20, 2009
Report sees WiMax slowdown, LTE concerns | eetimes.com
WiMAX will not go away any time soon and LTE will not fully displace WiMAX. They both will coexist, however, WiMAX will be more of a niche.
Microsoft has burned too many bridges, IT departments will wait a long time before reinvesting.
July 14, 2009
Six in 10 companies plan to skip Windows 7: survey | tech.yahoo.com
1. ROI with many MS products is low when simply upgrading 2. The total cost of ownership for MS updates is price prohibitive for even enterprise businesses
Deployment Challenges may delay the launch even further
July 1, 2009
AT&T on Track for Femto Launch | www.unstrung.com
Still many issues with launch of 3G femtocells, especially with management of devices, may cause additional delay. With vendor consolidation, it is not clear where femtocell vendor may fall and that could add additional confusion and risk.
Best Buy Betting Big on Mobile
June 29, 2009
Best Buy to Target 15% Cellphone Share | online.wsj.com
Best Buy’s stated goal of 15% mobile phone market share is aggressive and likely unattainable but mobile is an area of growth that Best Buy should continue to pursue.
Orange is not in line with Vodafone and AT&T
June 25, 2009
Vodafone promises indoor mobile signal boost | www.v3.co.uk
Delay in femto deployments as a result of technical, operational, and economical issues. Many vendors may disappear if not already engaged since introducing a new technology will be challenging during a global recession. Case of diverging opinion among carriers! Jury is out on the success of the femtocells.
Scandinavian vendors battle over the US Soil
June 22, 2009
Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com
NSN was left out of the LTE deal of Verizon Wireless. By the acquisition of Nortel's CDMA assets, NSN has assured itself of substantial footprint for LTE in that carrier. Sprint-Nextel is also going to be the next battle ground if and when that mobile carrier can get itself organized and start spending capital. There will be some residual benefit for NSN in China, the next largest CDMA market in the World where Nortel had substantial footprint.
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011